PI and MVA Lead Case Studies
These anonymous examples show how firms use trial transfers, call review, intake feedback, and written billable rules before buying higher MVA or PI lead volume.
No claimant details
Examples are anonymous and focus on intake process, not private claimant information.
Trial examples firms can relate to
Florida PI Trial
A mid-sized Florida PI firm reviewed five MVA transfers and asked to tighten PIP timing, treatment notes, and county targeting before expanding into additional South Florida counties.
Related: Florida MVA leads and Florida MVA live transfers.
Texas MVA Trial
A Texas buyer reviewed call notes and separated Houston, Dallas, Austin, and San Antonio routing after intake saw different answer windows and metro preferences.
Related: Texas MVA leads and cost per signed case guide.
California MVA Campaign
A California campaign review focused on county exclusions, accident type, treatment status, and signed-case tracking before any higher-volume routing was considered.
Related: California MVA leads and valid transfer rules.
Intake Optimization Example
An intake team reduced missed opportunities by confirming live-answer coverage, using a dedicated transfer number, and tracking no-fit reasons after each call.
Related: intake team best practices and intake ROI calculator.
Trial feedback is strongest when it is specific
Useful feedback names the route, state, accident type, intake result, valid or invalid reason, and what should change before scaling.